Purchases and Sales Made in Q3 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2024. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-50- 0.76% |
$4.22K - $4.67K
|
6.5K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-50- 0.99% |
$4.22K - $4.67K
|
5.02K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-55- 0.09% |
$4.64K - $5.14K
|
58.1K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 3.12% |
$4.72K - $5.23K
|
1.74K
$165K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-58- 0.29% |
$4.89K - $5.42K
|
19.8K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-59- 1.21% |
$4.98K - $5.51K
|
4.82K
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-59- 1.51% |
$4.98K - $5.51K
|
3.85K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-62- 0.36% |
$5.23K - $5.79K
|
17K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-62- 2.63% |
$5.23K - $5.79K
|
2.29K
$218K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-63- 1.12% |
$5.31K - $5.88K
|
5.57K
$530K
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-64- 1.51% |
$5.4K - $5.98K
|
4.19K
$398K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-65- 1.09% |
$5.48K - $6.07K
|
5.89K
$560K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-66- 9.65% |
$5.57K - $6.16K
|
618
$58.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-66- 2.06% |
$5.57K - $6.16K
|
3.15K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-68- 1.66% |
$5.74K - $6.35K
|
4.04K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-68- 3.75% |
$5.74K - $6.35K
|
1.75K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 0.09% |
$5.9K - $6.54K
|
75.5K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-71- 0.09% |
$5.99K - $6.63K
|
76.9K
$7.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-75- 2.41% |
$6.33K - $7K
|
3.04K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-76- 2.22% |
$6.41K - $7.1K
|
3.36K
$319K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-77- 0.45% |
$6.49K - $7.19K
|
17.2K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-78- 1.28% |
$6.58K - $7.28K
|
6K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-78- 0.85% |
$6.58K - $7.28K
|
9.08K
$864K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-80- 0.21% |
$6.75K - $7.47K
|
38.8K
$3.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 0.54% |
$6.75K - $7.47K
|
14.7K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-82- 2.26% |
$6.92K - $7.66K
|
3.55K
$338K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-85- 2.22% |
$7.17K - $7.94K
|
3.74K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-85- 3.83% |
$7.17K - $7.94K
|
2.14K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-85- 27.69% |
$7.17K - $7.94K
|
222
$21.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-86- 0.09% |
$7.25K - $8.03K
|
95.4K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-89- 3.24% |
$7.51K - $8.31K
|
2.66K
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-98- 0.64% |
$8.27K - $9.15K
|
15.1K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-98- 2.69% |
$8.27K - $9.15K
|
3.54K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 2.44% |
$8.44K - $9.34K
|
3.99K
$380K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.07% |
$8.44K - $9.34K
|
3.16K
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-103- 1.31% |
$8.69K - $9.62K
|
7.76K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-107- 44.77% |
$9.03K - $9.99K
|
132
$12.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-109- 2.58% |
$9.19K - $10.2K
|
4.11K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-110- 0.85% |
$9.28K - $10.3K
|
12.9K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-113- 0.85% |
$9.53K - $10.6K
|
13.1K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-116- 1.13% |
$9.78K - $10.8K
|
10.2K
$968K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-118- 0.78% |
$9.95K - $11K
|
15.1K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-118- 5.32% |
$9.95K - $11K
|
2.1K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-122- 2.19% |
$10.3K - $11.4K
|
5.46K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 2.7% |
$10.3K - $11.4K
|
4.39K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-123- 0.34% |
$10.4K - $11.5K
|
36.3K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.69% |
$10.5K - $11.7K
|
4.51K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-128- 1.79% |
$10.8K - $12K
|
7.03K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-129- 5.04% |
$10.9K - $12K
|
2.43K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-129- 31.08% |
$10.9K - $12K
|
286
$27.2K
|